🆕 Newsmakers — 9:30a ET, 2026-06-17 — new since last alert

📰 NEW MARKET THEMES: • Kevin Warsh's Federal Reserve Likely Holding Rates Steady—And May Hike Rates This Year Several analysts believe the Federal Reserve will withhold its “dot plot,” a graph outlining the central bank's policymaking decisions, as Warsh has criticized the plot for limiting the Fed's decision-making. “The Fed tells the whole world what their dots are going to be, what t… — forbes.com · 06/17 9:15a https://www.forbes.com/sites/tylerroush/2026/06/17/kevin-warshs-federal-reserve-likely-holding-rates-steady-and-may-hike-rates-this-year/ • We're Entering a 'Summer of the Bond Market,' Goncalves Says “We are entering a summer of the bond market,” MUFG chief macro strategist George Goncalves said on "Bloomberg Surveillance." He says falling oil prices will smooth the way for a rally in fixed income. — youtube.com · 06/17 9:02a https://www.youtube.com/watch?v=n24gfA_hJxw • Inflation-Proof Your Portfolio: 3 Quant Growth And Income Stocks While a pending U.S.-Iran peace deal may temporarily cool headline commodity volatility, a stellar quarter of surprise jobs growth and an entrenched 3% Core CPI indicate that structural inflation will remain sticky. Thriving in a high-employment, sticky-inflation environment req… — seekingalpha.com · 06/17 9:00a https://seekingalpha.com/article/4915459-inflation-proof-your-portfolio-3-quant-growth-and-income-stocks • The paradox at the heart of credit markets: the biggest borrowers are the strongest credits Credit-default swaps and credit spreads show no signs of stress despite more than $300 billion of issuance since the start of 2026. Investors know the AI story and are keen to absorb the supply. — marketwatch.com · 06/17 7:44a https://www.marketwatch.com/story/the-paradox-at-the-heart-of-credit-markets-the-biggest-borrowers-are-the-strongest-credits-f6391106 • Dow Poised for Further AI Growth as Geopolitical Headwinds Cool Artificial intelligence infrastructure projects are set to push the Dow Jones Industrial Average higher as successful peace talks with Iran form a catalyst for further growth. — fxempire.com · 06/17 7:36a https://www.fxempire.com/forecasts/article/dow-poised-for-further-ai-growth-as-geopolitical-headwinds-cool-1604968

🐘 NEW BIG-CAP MOVERS:

1. SOXL +9% $246.19 (72B cap) Top Performing Leveraged/Inverse ETFs: 06/14/2026 Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly. — etftrends.com · 06/16 2:36p https://www.etftrends.com/leveraged-inverse-content-hub/top-performing-leveraged-inverse-etfs-06-14-2026/

2. MRVL +5% $291.54 (255B cap) Goldman Says Marvell and Micron Are Positioned for AI's Next Wave: 5 Stocks to Consider Now BlackRock's Jay Jacobs told Earn Your Leisure that the hyperscalers are set to spend "close to a trillion dollars this year on CapEx", and that math problem is the entire trade. — 247wallst.com · 06/17 7:04a https://247wallst.com/investing/2026/06/17/goldman-says-marvell-and-micron-are-positioned-for-ais-next-wave-5-stocks-to-consider-now/

3. INTC +4% $121.95 (613B cap) NVDA, INTC & QCOM: Foundational AI Stocks Ivan Feinseth Favors Ivan Feinseth talks about stocks he sees as foundational AI companies, including Qualcomm (QCOM), which he expects to play a much larger role in "on-device" AI. He calls Nvidia (NVDA) the "must own" company as it remains in the epicenter of the AI trade and carries substantial m… — youtube.com · 06/17 9:06a https://www.youtube.com/watch?v=M6ml8OoYew4

4. SPCX +4% $209.65 (2745B cap) Here's when SpaceX stock will reach $300, according to ChatGPT SpaceX (NASDAQ: SPCX) has enjoyed a remarkable upsurge since it hit the stock market, rallying 52.88% from its initial public offering (IPO) price of $135 within just three regular sessions, and a total of 56.67% once the Wednesday pre-market is taken into account. — finbold.com · 06/17 9:02a https://finbold.com/heres-when-spacex-stock-will-reach-300-according-to-chatgpt/

5. MU +4% $1059.00 (1187B cap) Wall Street analysts update Micron stock price target Wall Street analysts have raised their price targets on Micron Technology (NASDAQ: MU), citing stronger memory pricing, improving market fundamentals, and sustained demand from artificial intelligence infrastructure. — finbold.com · 06/17 9:04a https://finbold.com/wall-street-analysts-update-micron-stock-price-target/

6. NOK +3% $14.34 (77B cap) What's Going On With Nokia Stock Wednesday? Nokia Corp. (NYSE:NOK) shares are trading higher during Wednesday's premarket session as traders keep leaning into bullish analyst actions and a steady drumbeat of AI-and-5G product headlines. — benzinga.com · 06/17 8:55a https://www.benzinga.com/trading-ideas/movers/26/06/53247408/whats-going-on-with-nokia-stock-wednesday-4

📈 NEW GAINERS:

1. BVC +18% $13.39 (2.2B cap) (no fresh news today — likely technical / low-coverage move)

2. LION +14% $16.36 (4.5B cap) Lionsgate Stock Pulls Back After Netflix Denies Acquisition Interest, Erasing Some of Tuesday's 14% Surge Lionsgate Studios Corp. (NYSE:LION) shares are in the spotlight Wednesday after Netflix denied a report that it was interested in acquiring the Hollywood studio. — benzinga.com · 06/17 7:47a https://www.benzinga.com/trading-ideas/movers/26/06/53245481/lionsgate-stock-pulls-back-after-netflix-denies-acquisition-interest-erasing-some-of-tuesdays-14-surge

3. TROO +13% $2.67 (329M cap) (no fresh news today — likely technical / low-coverage move)

4. FCEL +13% $19.75 (1.0B cap) What's Going On With FuelCell Energy Stock Tuesday? FuelCell Energy Inc. (NASDAQ:FCEL) shares are trading lower during Tuesday's premarket session as risk-off selling hits pockets of growth-leaning industrial names. Here's what investors need to know. — benzinga.com · 06/16 8:54a https://www.benzinga.com/trading-ideas/movers/26/06/53220834/whats-going-on-with-fuelcell-energy-stock-tuesday

5. JLHL +12% $26.82 (549M cap) Julong Holding Limited Announces Changes to Its Board of Directors and Board Committees BEIJING, June 16, 2026 (GLOBE NEWSWIRE) -- Julong Holding Limited (“Julong” or the “Company”) (Nasdaq: JLHL), a growth-oriented provider of intelligent integrated solutions, today announced changes to the composition of its board of directors (the “Board”) and board committees.… — globenewswire.com · 06/16 7:30a https://www.globenewswire.com/news-release/2026/06/16/3312461/0/en/julong-holding-limited-announces-changes-to-its-board-of-directors-and-board-committees.html

6. AIBZ +12% $8.50 (459M cap) (no fresh news today — likely technical / low-coverage move)

7. SSRM +10% $31.83 (6.6B cap) SSR Mining's Repricing Still Looks Far From Done SSR Mining Inc. remains a Buy as valuation is still attractive despite a 50% rally, with market overhangs fading. SSRM's operational improvement is underpinned by the sale of distressed Turkish assets and a now debt-free balance sheet. Recent quarterly results beat consensus, wi… — seekingalpha.com · 06/17 8:59a https://seekingalpha.com/article/4915638-ssr-mining-repricing-still-looks-far-from-done

8. CRWV +10% $117.03 (64B cap) CoreWeave: Where Leverage Is The Conviction CoreWeave is rated a Strong Buy, driven by exceptional demand, a $99.4B backlog, and a unique NVIDIA partnership. CRWV's forward EV/S of 6.93 is deeply discounted versus peer Nebius at 17.34, supporting a price target of $266.78—150% upside. NVIDIA's 11% stake, priority hardware… — seekingalpha.com · 06/16 11:56p https://seekingalpha.com/article/4915524-coreweave-where-leverage-is-the-conviction

9. RVI +10% $44.54 (555M cap) (no fresh news today — likely technical / low-coverage move)

— new items only (already-sent headlines filtered). Full list in the 10am/3pm digest.